Individual skill

fondo-upgrade-migration

Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity. Trigger: "migrate to fondo", "switch to fondo", "fondo migration", "change accountant".

skills/.curated/fondo-upgrade-migration/SKILL.md

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Last checked: Nov 12, 2026

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Repository stars (not skill ratings): 2,916
Repository last updated: Nov 12, 2026
License: MIT

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ai Repository topic
automation Repository topic
claude-code Repository topic
devops Repository topic
mcp Repository topic
ai-agents Repository topic
anthropic Repository topic
claude-code-plugins Repository topic
developer-tools Repository topic
llm Repository topic
saas Declared skill tag
accounting Declared skill tag
fondo Declared skill tag
finance Derived category

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SKILL.mdcore · 3,179 bytes

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# Fondo Upgrade & Migration

## Prerequisites

Current provider change information, approved finance-data inventory, synthetic staging fixtures, a finance owner, and a tested correction/rollback path.

## Output

Record versions and mappings reviewed, aggregate validation/reconciliation result, reviewer approval, and rollback state. Exclude financial records and credentials.

## Error Handling

Stop promotion on schema, access, reconciliation, retention, or professional-review gaps; restore the prior mapping and quarantine opaque failures for review.

## Examples